Defined Benefit (Pension) · DOL Form 5500 · 2023
Estate of William G. Helis Pension Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $478,434
- Avg per participant High balance/head
Official DOL plan name: Estate of William G. Helis Retirement Plan · Sponsored by Estate of William G. Helis · Louisiana · Mining & Oil Extraction
$17M in assets, 36 participants
Estate of William G. Helis's Estate of William G. Helis Retirement Plan reported $17M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 70th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #416 in Mining & Oil Extraction (811 peers)
2023 asset change
Estate of William G. Helis Retirement Plan contracted severely 45.8% in 2023 ($32M → $17M) for 36 participants.
- #416
- in Mining & Oil Extraction (811 peers)
- -45.8%
- assets change YoY
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Estate of William G. Helis Retirement Plan's outsized position by total assets
Estate of William G. Helis Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,223,641 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Estate of William G. Helis Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estate of William G. Helis Retirement Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Estate of William G. Helis Retirement Plan reported net income fell from -$4M in the plan year 2022 filing to -$15M in the plan year 2023 filing.
- Estate of William G. Helis Retirement Plan end-of-year assets fell from $32M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Estate of William G. Helis Retirement Plan reported participants fell from 39 in the plan year 2022 filing to 36 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 720514456 · Estate of William G. Helis PY 2023 · Defined Benefit (Pension)
Estate of William G. Helis Retirement Plan · $17M · 36 · 70th
- EIN $17M
- EIN 36
- EIN 70th
- EIN Defined Benefit (Pension)
- EIN near Southwestern Exposition and Livestock Show Pension Plan
- EIN ind #416
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Mining & Oil Extraction retirement plans → · Plans in Louisiana →
Estate of William G. Helis Retirement Plan in the asset neighbourhood
Estate of William G. Helis years around the 2023 move
Sponsor-wide plan assets over time
All Estate of William G. Helis plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $32M |
| 2023 | 1 | 36 | $17M |
| 2024 | 1 | 4 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$15M |
| Employer EIN | 720514456 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Louisiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lumen Combined Pension Plan $4.8B · 10,804
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $3.1B · 7,501
- Willis-Knighton Medical Center Employees Retirement Plan $1.1B · 5,919
- Entergy Corporation Retirement Plan for Bargaining Employees $903M · 2,424
- Entergy Corporation Retirement Plan III $819M · 63
Estate of William G. Helis Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Southwestern Exposition and Livestock Show Pension Plan in TX ($17M); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Southwestern Exposition and Livestock Show Pension Plan (TX) $17M · 22
- New England Sinai Hospital Pension Plan (TX) $17M · 78
- Chevron-Meba Marine Pension Plan (CA) $17M · 17
- Arc3 Gases Pension Plan (VA) $17M · 115
Similar participant headcount
Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.